Hybrid Financial Advisor: Growth & Unlimited Earnings

Sun Life Grepa Financial, Inc.

General Santos

Hybrid

PHP 500,000 - 750,000

Full time

7 days ago
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Benefits offered by this job

Competitive commissions
Unlimited income potential
Flexible work schedule
Hybrid work arrangement
Travel incentives
Comprehensive training
Career growth opportunities
Recognition awards

Job summary

Sun Life Grepa Financial, Inc. is seeking passionate Financial Advisors to help individuals and families achieve financial security through suitable solutions. The role welcomes both experienced sales professionals and career shifters eager to learn and grow.

Responsibilities include building client relationships, conducting needs analysis, educating on planning and protection, and meeting clients face-to-face or virtually. Training and licensing will be provided; hybrid work arrangement offered.

Qualifications

  • Bachelor’s degree in any field (preferred but not required, depending on company policy).
  • Excellent communication and interpersonal skills.
  • Self-motivated, coachable, and goal-driven.
  • Fresh graduates and career shifters are welcome to apply; willing to undergo training and licensing.

Responsibilities

  • Build and maintain strong relationships with prospective and existing clients.
  • Conduct financial needs analysis and recommend suitable financial solutions.
  • Educate clients on financial planning, protection, savings, and wealth accumulation.
  • Meet with clients through face-to-face or virtual appointments.
  • Generate leads through networking, referrals, and social media.
  • Provide excellent after-sales service and regular policy reviews.
  • Achieve individual and team performance targets.
  • Participate in training, coaching, and professional development programs.

Skills

Communication
Interpersonal skills
Self-motivated
Coachable
Sales experience

Education

Bachelor’s degree

Job description

Sun Life Grepa Financial, Inc. is seeking passionate Financial Advisors to help individuals and families achieve financial security through suitable solutions. The role welcomes both experienced sales professionals and career shifters eager to learn and grow.

Responsibilities include building client relationships, conducting needs analysis, educating on planning and protection, and meeting clients face-to-face or virtually. Training and licensing will be provided; hybrid work arrangement offered.

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